WBH Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
49,472
-22,404
| -31% | -$1.1M | 0.21% | 85 |
|
|
2025
Q1 | $3.57M | Sell |
71,876
-4,034
| -5% | -$200K | 0.33% | 64 |
|
|
2024
Q4 | $3.81M | Buy |
75,910
+19,082
| +34% | +$957K | 0.35% | 62 |
|
|
2024
Q3 | $2.91M | Buy |
56,828
+97
| +0.2% | +$4.96K | 0.28% | 70 |
|
|
2024
Q2 | $2.84M | Buy |
56,731
+35,215
| +164% | +$1.76M | 0.29% | 68 |
|
|
2024
Q1 | $1.09M | Sell |
21,516
-266
| -1% | -$13.5K | 0.11% | 142 |
|
|
2023
Q4 | $1.11M | Buy |
21,782
+6,979
| +47% | +$356K | 0.12% | 143 |
|
|
2023
Q3 | $712K | Buy |
14,803
+8,955
| +153% | +$431K | 0.09% | 167 |
|
|
2023
Q2 | $294K | Sell |
5,848
-271
| -4% | -$13.6K | 0.03% | 255 |
|
|
2023
Q1 | $310K | Buy |
+6,119
| New | +$310K | 0.04% | 250 |
|
|
2022
Q3 | $445K | Sell |
9,248
-1,490
| -14% | -$71.7K | 0.06% | 201 |
|
|
2022
Q2 | $541K | Sell |
10,738
-13,936
| -56% | -$702K | 0.07% | 194 |
|
|
2022
Q1 | $1.24M | Sell |
24,674
-20,589
| -45% | -$1.03M | 0.15% | 130 |
|
|
2021
Q4 | $2.49M | Buy |
45,263
+1,385
| +3% | +$76K | 0.28% | 80 |
|
|
2021
Q3 | $2.4M | Buy |
43,878
+12,930
| +42% | +$708K | 0.32% | 68 |
|
|
2021
Q2 | $1.72M | Buy |
30,948
+6,772
| +28% | +$376K | 0.25% | 83 |
|
|
2021
Q1 | $1.32M | Buy |
24,176
+8,675
| +56% | +$474K | 0.21% | 97 |
|
|
2020
Q4 | $856K | Buy |
15,501
+2,669
| +21% | +$147K | 0.15% | 122 |
|
|
2020
Q3 | $699K | Buy |
12,832
+2,299
| +22% | +$125K | 0.14% | 124 |
|
|
2020
Q2 | $570K | Buy |
10,533
+1,223
| +13% | +$66.2K | 0.14% | 139 |
|
|
2020
Q1 | $492 | Buy |
9,310
+3,883
| +72% | +$205 | 0.12% | 137 |
|
|
2019
Q4 | $290K | Buy |
+5,427
| New | +$290K | 0.06% | 207 |
|